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Best financial advisors in Santa Teresa, NM

Registered advisers within 25 miles of Santa Teresa, NM.

Offices
115
Firms
51
Combined AUM
$9.45T
Firm-wide filings, not assets booked only here
Clients
2.59M
2,585,271 clients when Item 5C has a number
Avg / client
$3.66M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
J BEAVER INVESTMENT ADVISORS INC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
INDEPENDENT ADVISOR ALLIANCE, LLC
RETIREMENT RESOURCES WEALTH MANAGEMENT, LP
WELLS FARGO CLEARING SERVICES, LLC
EAGLE STRATEGIES LLC
CHARLES SCHWAB & CO., INC.
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
CORTEZ WEALTH MANAGEMENT
PROFESSIONAL INVESTMENT COUNSEL, INC

Investors

SUNNY RAE SHIELDS
Ecklyn Rhaelan Salazar
ERIK JAIME
ABRAHAM MARQUEZ
JOHN CLINTON CHAMALES
Gabriel A Vargas
JASON THOMAS BEAVER
Manuel I Magallanes
Xavier Escobedo
ROBERT JOHN YBABEN
THOMAS ALLEN HERBERT
MALINDA M. MARTIN
LUZ ESTRELLA MAYLONE
Javier Adrian Zubiate
ELIZABETH MARY DIPP METZGER
PABLO AARON MAGDALENO CARLOS
ANDREW SCOTT CUTLER
ELI CABRAL
Sandra Elizabeth Orozco
ELI MERRIMAN
Priscilla Hernandez
Alyssa Olivas Najar
Cynthia Cardoza
AMBER MICHELLE ROSENTHAL
Pamela Ann Hynes
Michael Anthony Flores
Brian Nathaniel Mosher
Austin Wegener
SCOTT NORMAN DRAIME
RONALD WAYNE WHITE
MARCO A RODRIGUEZ
ANNETTE M GOBEL
GILBERT ADAN CORTEZ
Jose Alejandro Parson
DAVID BRUCE PRILLIMAN
GARY MARTIN BORSCH

Within 25 miles of Santa Teresa, NM, Best Investors lists 51 registered investment advisory firms with 115 offices nearby, managing about $9.45T in combined regulatory AUM across 2,585,271 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Santa Teresa

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM